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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
401
Western Wealth Management
Colorado
$724K -$761K -10,134 -52%
DEA
402
DoubleLine ETF Adviser
Florida
$722K +$708K +9,429 New
MSWM
403
McGlone Suttner Wealth Management
Wisconsin
$714K +$700K +9,323 New
KA
404
Kovack Advisors
Florida
$710K +$38.5K +512 +6%
KCM
405
Kathmere Capital Management
Pennsylvania
$710K -$151K -2,008 -18%
Comerica Bank
406
Comerica Bank
Texas
$706K +$39.7K +529 +7%
EOJOAM
407
E. Ohman J:or Asset Management
Sweden
$703K +$30.6K +408 +5%
ASFA
408
All Season Financial Advisors
Colorado
$700K +$12.9K +172 +2%
AWA
409
Arkadios Wealth Advisors
Georgia
$694K -$51.9K -691 -7%
GIA
410
Guyasuta Investment Advisors
Pennsylvania
$691K
QT
411
Quantamental Technologies
New York
$688K +$675K +8,989 New
First Manhattan
412
First Manhattan
New York
$683K -$96.3K -1,282 -13%
PWA
413
Physician Wealth Advisors
Utah
$676K
SW
414
SVB Wealth
Massachusetts
$674K +$115K +1,528 +21%
EWM
415
Empirical Wealth Management
Washington
$674K +$33.9K +451 +5%
DCM
416
Dudley Capital Management
Virginia
$672K +$660K +8,781 New
RWA
417
Rainsberger Wealth Advisors
Colorado
$669K +$170K +2,260 +35%
FLI
418
Family Legacy Inc
South Carolina
$669K +$118K +1,566 +24%
CWP
419
Concord Wealth Partners
Virginia
$668K
BFG
420
Bleakley Financial Group
New Jersey
$667K +$655K +8,718 New
Manulife (Manufacturers Life Insurance)
421
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$667K +$17.3K +230 +3%
LWAC
422
Laurel Wealth Advisors (California)
California
$663K -$751 -10 -0.1%
AWM
423
Axxcess Wealth Management
California
$656K -$381K -5,072 -37%
ECM
424
Evergreen Capital Management
Washington
$655K +$375K +4,987 +144%
SPWG
425
Syntegra Private Wealth Group
Missouri
$653K +$641K +8,536 New